From 1b092804fbbbe2632ec5da17ee6c2b05639226bc Mon Sep 17 00:00:00 2001 From: "Jasper Huang (via MelvinBot)" Date: Fri, 15 May 2026 17:26:55 +0000 Subject: [PATCH] Update help site docs for unified private personal details form Update Account-Settings and Update-Your-Expensify-Card-Mailing-Address articles to reflect the new unified personal details form with magic code verification, replacing references to individual edit pages. Co-authored-by: Jasper Huang --- .../Update-Your-Expensify-Card-Mailing-Address.md | 6 ++++-- .../new-expensify/settings/Account-Settings.md | 10 ++++++---- 2 files changed, 10 insertions(+), 6 deletions(-) diff --git a/docs/articles/new-expensify/expensify-card/Update-Your-Expensify-Card-Mailing-Address.md b/docs/articles/new-expensify/expensify-card/Update-Your-Expensify-Card-Mailing-Address.md index e413d48d1c99..58fd359e0105 100644 --- a/docs/articles/new-expensify/expensify-card/Update-Your-Expensify-Card-Mailing-Address.md +++ b/docs/articles/new-expensify/expensify-card/Update-Your-Expensify-Card-Mailing-Address.md @@ -18,8 +18,9 @@ The name on your Expensify Card is pulled from the legal name in your profile. T 1. Choose **Account** in the navigation tabs (on the left on web, on the bottom on mobile). 2. Select **Profile**. 3. Under **Private**, select **Legal name**. -4. Update your **Legal first name** and **Legal last name**. +4. Update your **Legal first name** and **Legal last name** on the personal details form. 5. Click **Save**. +6. Enter the magic code sent to your primary contact method to confirm the update. Your updated legal name will apply to your Expensify Card. To get a new physical card with the updated name embossed on it, [request a replacement card](/articles/new-expensify/expensify-card/How-to-Request-a-New-Expensify-Card). @@ -32,7 +33,8 @@ The phone number linked to your Expensify Card is used for 3D Secure (Verified b 1. Choose **Account** in the navigation tabs (on the left on web, on the bottom on mobile). 2. Select **Profile**. 3. Under **Private**, select **Phone number**. -4. Enter your updated phone number and click **Save**. +4. Update your phone number on the personal details form and click **Save**. +5. Enter the magic code sent to your primary contact method to confirm the update. After updating, your new phone number will be used for future 3D Secure SMS verification codes. diff --git a/docs/articles/new-expensify/settings/Account-Settings.md b/docs/articles/new-expensify/settings/Account-Settings.md index 65e8ea01052a..c2eb6ec9a978 100644 --- a/docs/articles/new-expensify/settings/Account-Settings.md +++ b/docs/articles/new-expensify/settings/Account-Settings.md @@ -116,17 +116,19 @@ High contrast mode works with any base theme (light, dark, or device settings). ## Personal Information -To update legal details like name, date of birth, and address: +To update legal details like name, date of birth, phone number, and address: 1. Go to **Account > Profile**. -2. Scroll to the **Private Details** section. -3. Update the **Legal Name**, **Date of Birth**, or **Address** fields. +2. Under **Private**, select any field (**Legal name**, **Date of birth**, **Phone number**, or **Address**). +3. Update the fields you want to change on the unified personal details form. +4. Click **Save**. +5. If any field was changed, enter the magic code sent to your primary contact method to confirm the update. ## Display or Legal Name To edit your display or legal name: 1. Go to **Account > Profile**. 2. For display name: Click **Display Name**, enter your preferred name, and click **Save**. -3. For legal name: Scroll to **Private Details**, click **Legal Name**, update it, and click **Save**. +3. For legal name: Under **Private**, select **Legal name**, update it on the personal details form, click **Save**, and enter the magic code to confirm. ---